Investment Q&A

Q: If you were to choose between the 3 above. How would you rank them in terms of security (first and foremost) and total performance for a 3-5 year hold?

Thanks to all for your fantastic service and a very successful year in all your endeavour.
Y

Q: Just wondering if the "dividend" could be of a capital dividend and therefore the affect is similar to a pure capital gain. The tax reporting through the T3 should answer this.

Q: Happy new year. Given the Brookfield brand, the premium assets owned, the relatively low leverage and the current discount to nav, why is the market not liking this stock? Is this dividend level sustainable in your opinion? Thanks

Q: I just noticed on my transaction history, as did Geoff (Dec. 17), that a sizable portion of the money I received for Dream Global is listed as a dividend. I too had assumed the transaction to be mostly a capital gain, and sold VET at a loss to offset the gain. If this $10 per unit truly is a dividend, then I, like many others I`m sure, will have a big chunk of unexpected taxable income to choke on! (The circular did mention a bit of an extra distribution without mentioning an amount, but made it sound modest.) For me, as a senior of modest income, this`ll mean a year of lost government benefits. Live and learn, eh. Next time, just sell as soon as the offer is made!

Q: Can I get your opinion on EPR Properties as a core holding in an RRSP? I like the yield but am not sure how risky it might be going forward.

Q: Hi any reason for the toboggan ride on this reit?
Kind Regards
Stan

Q: REITs haven't performed well of late. Looking into your crystal ball, would you see their performance picking up later this year?

Q: Hi,

I am looking for a suitable replacement for Dream Global. What are your thoughts on European Residential Re Investment Trust as a replacement based on its current price?

Or, would you recommend a different one (outside Canada/USA)?

Thanks,

Craig

Q: Hi there,
I know this is a bit out of your wheelhouse but i will ask anyways. I currently own Duke Realty which i have done well with. However, i am thinking of switching from Duke to Digital Realty given the recent correction in Digital. I know it will take some time to absorb their recent acquisition but i like their future growth given their expertise in Digital Data centres and the trend in Cloud computing. Your thoughts on the switch. I am looking for a bit of growth along with a nice divi.
I pay no trading fees so that is not a consideration!

(Sorry if this is a duplicate question - my computer died while i was submitting so not sure it went through)

Q: Yesterday MRC traded up to $ 214.00 and today has fallen back to 200.00 What would cause this ? It happened a few months ago as well. Would it be someone putting in a buy at market order for this very thin trader. What are your thoughts on MRC. RAK

Q: Michael, perhaps you meant BSR Reit Canadian invested in US market.

Q: I own Chartwell and H&R few years , they are steady however it appears in the continuing low interst several Reits out perform like Granite REit Dream industrial cap reit etc I don't follow Reits . I am considering replacing one say H&R or both
with quality names in Canada or U.S Sector doesn't Matter

Q: Would you recommend continuing to hold this Reit in view of recent hits to this sector? I have a very concentrated portfolio and only have this one Reit. I'm open to moving these funds to another dividend Reit or another similar dividend stock in a different sector. Your ideas please. Thanks.

Q: hi guys a while ago in the globe there was an article on a canadian reit that invests in american rental properties maybe not exclusively but at least a good portion ive since lost the name im wondering if you know or at least have a recomdation thanks as always

Q: Can you help me?! I just received the proceeds from the buyout of Dream Global. About $10 of the 16.79 price is designated as a dividend in my transaction history. The press release says it is an all cash transaction. I had planned, with this transaction, to realize a certain level of capital gains for 2019. If this $10 shows up on my tax slip as a dividend that throws my planning out the window and I only have a few days to rectify.

Itrade says they can’t help as does the transfer agent.
Geoff

Q: Hello, if you had to buy either CSH.UN or NWH.UN today, which one of these two companies would you buy? Could you also compare their debt? I know one should not look at past performances, but over the last three years NWH.UN has done much better than CSH.UN. Would you say that NWH.UN is also indirectly related to health care? Thanks, Gervais

Q: Any reason for the sharp drop in Chartwell this month?

Q: Can you please tell me why CAR.UN has dropped the last few days , I can not seem to find any info on this.

Q: What is your opinion on SRU ?, valuation , yield and other metrics seem similar to REI.UN , which I own enough already. Is SRU management of quality ?, they seem to invest in secondary markets (mid and small cities malls ) and have Walmart as one of their main tenants , what risks are in owning it that are not in Riocan.

Q: I have a position in cash.un with a modest gain. Would you switch to Sia for a better yield and more growth? Why or why not? Thanx.